Customer Success Evolution: Balancing Ownership and Specialization
Jan 18, 2023
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The podcast discusses the trend of customer success moving towards specialization across the customer lifecycle, emphasizing the importance of a team approach to customer ownership. It explores the benefits of adding specialists in customer success roles and highlights the need for clear communication and collaboration between teams. The chapter also addresses effective communication, good leadership, and building a team approach to customer success.
27:10
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Quick takeaways
Specialization in customer success allows for more efficient handling of different aspects of the customer journey.
Effective communication, clear roles and responsibilities, and proactive customer expectation management are key for successful team-based customer success.
Deep dives
Specialization across the customer lifecycle is a trend in customer success
Customer success is moving away from a single person owning the customer journey to more people owning different parts of the journey. This trend of specialization is beneficial as it recognizes that a single customer success manager (CSM) cannot handle all aspects of the customer lifecycle. It allows for more focused expertise and reduces the pressure on one person. Specialized roles such as onboarding specialists, technical account managers, and subject matter experts are becoming more common. This trend is expected to continue, promoting efficiency and driving customer success.
Customer ownership and the importance of effective communication
Ownership in customer success is viewed as the overall responsibility for the customer's success, rather than one person exclusively owning the entire customer journey. Effective communication between different stakeholders internally and with the customer is crucial. Poor communication can lead to handoff issues, repetition of information, and a negative customer experience. However, customers are generally comfortable working with multiple people as long as the communication is well and seamlessly orchestrated. Creating an environment of collaboration and using tools like RACI models to define roles and responsibilities can help ensure smooth communication and prevent leaks in the customer success process.
Concrete actions for successful customer success team collaboration
To improve collaboration within a customer success team, three important actions can be taken. Firstly, getting clear on the processes and roles of team members involved in the customer journey is essential. This includes mapping out the different stages of the customer lifecycle and identifying who should be responsible, accountable, consulted, and informed at each stage. Secondly, centralizing customer data is vital to provide accessible information for the entire team. This helps eliminate repetition and ensures everyone is well-informed about the customer's history and needs. Lastly, proactively managing customer expectations through effective orchestration is crucial. Being transparent about the involvement of different team members and setting clear expectations from the beginning helps prevent surprises and maintain a positive customer experience.
ON TODAY’S EPISODE: Many are experiencing a shift in customer ownership within their customer success organization. But is this actually valuable for the customer and how do you keep a clear communication across all parts of the customer lifecycle? In this week’s episode of Impact Weekly Johan and Lincoln will dive into the development and potential necessity for team-based Customer Success. They discuss what is needed to stay ahead of the curve and navigate the challenges that come with multiple stakeholders in the customer journey.
THIS WEEK’S QUESTION: "Is a team approach to customer success the future norm? How to ensure a seamless and value-driven customer journey for the customer?"
TOPICS BEING ADDRESSED: * Common misconceptions about multiple touchpoints * Strategies to ensure a successful customer journey
QUOTES: Lincoln Murphy (02:43): “The trend is definitely specialization across the customer life cycle.”
Lincoln Murphy (03:12): “CSM does not stand for customer success magician.”
Johan Nilsson (04:20): “When you see your customer base growing a lot, you will see specialization coming up as a way to become more efficient.”
Lincoln Murphy (05:16): “The company owns the customer, and there are just people along the way that are ultimately responsible for the customer's success.”
Lincoln Murphy (05:41): “This idea of ownership kind of muddies the water a little bit.”
Johan Nilsson (09:31): “Bringing in specialists is like an overseen opportunity.”
Johan Nilsson (09:58): “Looking at different roles can be a way to free up time and to find new opportunities to grow with your customers.”
Lincoln Murphy (12:30): “If you see a place in your customer life cycle where it would make sense to have an SME [...] it might be exactly what you and your customers need in your unique situation.”
Lincoln Murphy (14:47): “There's a misconception that customers don't like to work with multiple people.”
Johan Nilsson (17:06): “Collaboration between these teams needs to be on a really good level.”
Lincoln Murphy (19:44): “That's where really good leadership comes in, sort of making sure that you're creating an environment and bringing in the right people who will have that attitude”
Lincoln Murphy (20:10): “We're all here to ensure the customer is successful.”
Do you want more of this? Check out Impact Academy for interactive Customer Success training programs. https://www.impactdemy.com/
Do you have a question you want us to answer? Submit it here.
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